If you're set up as an approver, here's what you'll experience when payments need your sign-off.
When there's a payment to approve, you'll get an email with a direct link, and the payment will appear as pending approval under the Companies or Clients section at Apron. Click on it to see full details.
What to review before approving
Who you're paying and their bank details
The amount and what it's for
Any attached invoices or receipts
Payment date and reference
To approve a payment
Click on the payment
Review all details one final time
Hit Approve
Add comments if needed
The payment then moves to the designated payer.
If something's wrong
Ask questions – Use comments to request more information
Make changes – You can make the necessary changes to the payment directly on the payment details screen
Changing approvers and payers
If you need to modify who approves or pays a pending payment:
Go to Bill pay – Payments, then Pending tab
Click the three dots next to the payment
Select Go to payment
Click Continue at the bottom
Modify the Approval workflow section. Note: You need admin access to make these changes
Staying on top of approvals
Check your Companies/Clients section regularly to avoid delays, respond quickly to approval requests, use clear comments when rejecting payments, and don't hesitate to ask questions if unsure about anything.